Joel Isaacson & Co., LLC
NEW YORK NY · SEC CIK 0001599330
$30.16亿2026Q1 申报市值
455持仓数
56.9%前十大占比 · 第一大 13.8%
18 / 23新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SDY 加仓+$855.11万
VIG 加仓+$662.26万
VXUS 加仓+$554.99万
VYMI 加仓+$536.07万
VTI 加仓+$531.33万
2026Q1 卖出最多 按季末市值估算
PPLI 减仓-$317.87万
ROST 减仓-$128.61万
EL 减仓-$115.03万
META 减仓-$63.22万
IJK 减仓-$58.77万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $361.60万 | 0.12% | 17,477 | 296 | 1.7% | $6.12万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $363.80万 | 0.12% | 59,386 | 478 | 0.8% | $2.93万 | 加仓 |
| IWM | ISHARES TR | $370.16万 | 0.12% | 14,926 | 731 | 5.1% | $18.13万 | 加仓 |
| WINN | HARBOR ETF TRUST | $372.14万 | 0.12% | 134,211 | 22,997 | 20.7% | $63.77万 | 加仓 |
| PPLI | IAC INC | $383.05万 | 0.13% | 95,691 | -79,407 | -45.4% | -$317.87万 | 减仓 |
| EBAY | EBAY INC. | $385.58万 | 0.13% | 42,362 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $387.15万 | 0.13% | 27,181 | 61 | 0.2% | $8,688 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $397.86万 | 0.13% | 105,143 | 2,372 | 2.3% | $8.98万 | 加仓 |
| MCD | MCDONALDS CORP | $413.05万 | 0.14% | 13,290 | -27 | -0.2% | -$8,392 | 减仓 |
| IJH | ISHARES TR | $418.38万 | 0.14% | 61,954 | 2,398 | 4.0% | $16.19万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $421.72万 | 0.14% | 13,942 | 56 | 0.4% | $1.69万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $432.74万 | 0.14% | 46,591 | 4,080 | 9.6% | $37.90万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $454.23万 | 0.15% | 84,038 | 8,087 | 10.6% | $43.71万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $461.75万 | 0.15% | 38,924 | -19 | -0.0% | -$2,254 | 减仓 |
| AVGO | BROADCOM INC | $464.00万 | 0.15% | 14,992 | 411 | 2.8% | $12.72万 | 加仓 |
| WMT | WALMART INC | $468.38万 | 0.16% | 37,687 | -1,280 | -3.3% | -$15.91万 | 减仓 |
| WFC | WELLS FARGO & CO | $469.94万 | 0.16% | 59,030 | -159 | -0.3% | -$1.27万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $482.11万 | 0.16% | 99,486 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $523.41万 | 0.17% | 43,512 | 3,711 | 9.3% | $44.64万 | 加仓 |
| IWF | ISHARES TR | $538.96万 | 0.18% | 12,640 | 240 | 1.9% | $10.23万 | 加仓 |
| HD | HOME DEPOT INC | $541.62万 | 0.18% | 16,468 | -167 | -1.0% | -$5.49万 | 减仓 |
| — | 1STDIBS COM INC | $549.73万 | 0.18% | 999,509 | -68,237 | -6.4% | -$37.53万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $557.70万 | 0.18% | 23,008 | 3,357 | 17.1% | $81.37万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $566.65万 | 0.19% | 18,748 | 133 | 0.7% | $4.02万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $596.81万 | 0.20% | 31,097 | 15,419 | 98.3% | $295.92万 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $626.11万 | 0.21% | 245,150 | -10,000 | -3.9% | -$25.54万 | 减仓 |
| MUB | ISHARES TR | $638.69万 | 0.21% | 60,169 | 13,080 | 27.8% | $138.84万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $683.22万 | 0.23% | 129,007 | 176 | 0.1% | $9,321 | 加仓 |
| VGT | VANGUARD WORLD FD | $697.27万 | 0.23% | 9,994 | 204 | 2.1% | $14.23万 | 加仓 |
| COR | CENCORA INC | $716.71万 | 0.24% | 22,815 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $720.52万 | 0.24% | 19,609 | 756 | 4.0% | $27.78万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $764.28万 | 0.25% | 7,670 | -253 | -3.2% | -$25.21万 | 减仓 |
| SUB | ISHARES TR | $777.82万 | 0.26% | 73,035 | 16,741 | 29.7% | $178.29万 | 加仓 |
| MS | MORGAN STANLEY | $783.70万 | 0.26% | 47,621 | -988 | -2.0% | -$16.26万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $837.48万 | 0.28% | 9,899 | 211 | 2.2% | $17.85万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $883.03万 | 0.29% | 79,252 | 20 | 0.0% | $2,228 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $918.25万 | 0.30% | 118,975 | 5,176 | 4.5% | $39.95万 | 加仓 |
| NFLX | NETFLIX INC. | $919.61万 | 0.30% | 95,643 | 1,650 | 1.8% | $15.86万 | 加仓 |
| IVV | ISHARES TR | $982.43万 | 0.33% | 15,040 | 560 | 3.9% | $36.58万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $987.26万 | 0.33% | 71,375 | 1,573 | 2.3% | $21.76万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $1,021.59万 | 0.34% | 49,094 | -263 | -0.5% | -$5.47万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1,035.91万 | 0.34% | 71,719 | -116 | -0.2% | -$1.68万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,069.58万 | 0.35% | 49,232 | -1,505 | -3.0% | -$32.70万 | 减仓 |
| LLY | ELI LILLY & CO | $1,076.81万 | 0.36% | 11,707 | 508 | 4.5% | $46.73万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,077.84万 | 0.36% | 54,936 | 20,794 | 60.9% | $407.98万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $1,098.14万 | 0.36% | 44,822 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $1,203.22万 | 0.40% | 243,715 | 7,108 | 3.0% | $35.09万 | 加仓 |
| — | EXXON MOBIL CORP | $1,215.32万 | 0.40% | 71,633 | 1,036 | 1.5% | $17.58万 | 加仓 |
| GLD | SPDR GOLD TR | $1,231.32万 | 0.41% | 28,616 | 893 | 3.2% | $38.42万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1,538.89万 | 0.51% | 140,294 | 4,797 | 3.5% | $52.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,637.09万 | 0.54% | 34,163 | -387 | -1.1% | -$18.55万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,724.20万 | 0.57% | 58,614 | 592 | 1.0% | $17.41万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,782.74万 | 0.59% | 189,170 | 56,883 | 43.0% | $536.07万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $1,796.93万 | 0.60% | 731,946 | -13,301 | -1.8% | -$32.65万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,867.92万 | 0.62% | 248,724 | 2,546 | 1.0% | $19.12万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,939.83万 | 0.64% | 79,358 | 999 | 1.3% | $24.42万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,153.13万 | 0.71% | 37,304 | 1,271 | 3.5% | $73.36万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $2,314.13万 | 0.77% | 231,552 | -5,102 | -2.2% | -$50.99万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,494.80万 | 0.83% | 41,750 | 565 | 1.4% | $33.76万 | 加仓 |
| ESGU | ISHARES TR | $2,502.57万 | 0.83% | 176,960 | 361 | 0.2% | $5.11万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,579.46万 | 0.86% | 194,090 | 2,504 | 1.3% | $33.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,864.66万 | 0.95% | 164,258 | 1,564 | 1.0% | $27.28万 | 加仓 |
| META | META PLATFORMS INC | $3,125.70万 | 1.04% | 54,633 | -1,105 | -2.0% | -$63.22万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,600.34万 | 1.19% | 82,427 | 4,263 | 5.5% | $186.20万 | 加仓 |
| AMZN | AMAZON COM INC | $3,846.77万 | 1.28% | 184,701 | 1,749 | 1.0% | $36.43万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,402.29万 | 1.46% | 118,926 | 1,013 | 0.9% | $37.50万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $4,494.50万 | 1.49% | 582,869 | 71,974 | 14.1% | $554.99万 | 加仓 |
| IJK | ISHARES TR | $4,991.00万 | 1.65% | 496,025 | -5,841 | -1.2% | -$58.77万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $5,080.20万 | 1.68% | 813,483 | 20,578 | 2.6% | $128.51万 | 加仓 |
| VB | VANGUARD INDEX FDS | $5,548.75万 | 1.84% | 211,849 | 9,607 | 4.8% | $251.63万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $6,099.98万 | 2.02% | 149,623 | 5,110 | 3.5% | $208.33万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,713.95万 | 2.89% | 133,991 | -679 | -0.5% | -$44.16万 | 减仓 |
| AAPL | APPLE INC | $1.16亿 | 3.83% | 455,545 | 5,245 | 1.2% | $133.11万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1.36亿 | 4.53% | 475,299 | 9,768 | 2.1% | $280.52万 | 加仓 |
| GOOG | ALPHABET INC | $1.40亿 | 4.63% | 487,361 | 552 | 0.1% | $15.83万 | 加仓 |
| GOOGL | ALPHABET INC | $1.48亿 | 4.91% | 515,487 | 620 | 0.1% | $17.83万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $1.54亿 | 5.11% | 1,040,153 | 12,357 | 1.2% | $183.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.68亿 | 5.58% | 524,833 | 16,562 | 3.3% | $531.33万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.90亿 | 9.62% | 1,349,051 | 30,794 | 2.3% | $662.26万 | 加仓 |
| SDY | SPDR SERIES TRUST | $4.15亿 | 13.77% | 2,847,021 | 58,593 | 2.1% | $855.11万 | 加仓 |